INVESTMENTS
With Accumulation Plans you can build up capital over time through periodic investments, even with a reduced amount, by investing in mutual funds or ETFs. Everything is done automatically without having to worry about picking the right time to invest, thanks to planned purchases since the purchase price is mediated both in relation to the the rise or to the fall of the market.
01| MONETARY ACCUMULATION PLAN
Dedicated to those wanting to protect their captal and ensure a certain return
Objective:to obtain a return in the short term in line with the periodic re-investment of funds in the money market.
Financial Instruments:products of a monetary nature, mutual funds and unit trusts
Investment Area:Europe
Currency:euro
Risk Level:Low
Recommended duration:short/medium term
02| EQUITY ACCUMULATION PLAN
Dedicated to those who are committed to growing their assets by investing in equities in the major markets
Objective:maximum capital growth linked to the performance of monetary rates and changes over a very long time horizon by investing on the major stock markets.
Financial Instruments:mutual funds or the unit trusts, shares and ETFs
Investment Area:leading world economies
Currency:euro with the possibility of investing in other currencies
Risk Level:medium-high
Recommended duration:long term
03| AGGRESSIVE EQUITY ACCUMULATION PLAN
Dedicated to those who are committed to growing their assets by investing in equities in emerging markets
Objective:maximum capital growth linked to the performance of monetary rates and changes over a very long time horizon by investing on the major stock markets, particularly in those geographic areas and sectors with strong growth potential.
Financial Instruments:mutual funds or the unit trusts, shares and ETFs
Investment Area:leading world economies, developing countries and emerging markets
Currency:euro with the possibility of investing in other currencies
Risk Level:high
Recommended duration:long term
04| MONETARY ACCUMULATION PLAN RAW MATERIAL
Dedicated to those who aim at the capital growth investing in securities linked to raw materials on the growing markets.
Objective: è capital growth on the long term period. The investments are done on financial instruments related to natural raw materials e.g water, gold, oil, basic metals, precious metals,
agricolture and other types of raw materials.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: raw materials
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period
05| MONETARY ACCUMULATION PLAN HEALTHCARE
Dedicated to those who aim at the capital growth investing in securities linked to companies of the healthcare sector, services for the elderly and ultimate health services.
Objective: capital growth on the long term period. The investments are done on financial instruments related to healthcare, services for the elderly and ultimate healthcare services.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: healthcare
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period
06| MONETARY ACCUMULATION PLAN TECHNOLOGY
Dedicated to those who aim at the capital growth investing in securities linked to companies of the advanced technologies sector and Millienials services.
Objective: capital growth on the long term period. The investments are done on financial instruments connected to businesses operating in the IoT (internet of things) sector, cloud computing, fintech, digital payments, health, robotics, green energy and intelligent networks, cyber security, social media and entertainment, health and fitness, clothing, food and restaurants, travel and leisure, home design and financial instruments.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: advanced technologies
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period
07| MONETARY ACCUMULATION PLAN GREEN
Dedicated to those who aim at the capital growth investing in securities linked to companies working for environmental preservation and conservation as well as sustainable development of the cities.
Objective: capital growth on the long term period. The investments are done on financial instruments connected to businesses operating in renewable energy sector, energy distribution and energy efficiency, public infrastructures, technology, e-commerce, smart home, entertainment and healthcare assistance.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: environmental preservation
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period
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Rovereta Branch
Dogana Branch
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Gualdicciolo Branch
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